PivotPoint Advisors offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. The firm helps clients with investment management, financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. PivotPoint Advisors manages investments on a discretionary basis.
Assets Under Management$730K
Clients11
Advisors1
Avg. per Client$67K
Avg. per Advisor$730K
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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